Evermay Wealth Management LLC

SEC CIK: 0001066816
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 18,432
Value: $6.03M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Evermay Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,432	$6.03M	0.6%	+411+2.3%	Added	Holders
Q1 2026	18,021	$5.30M	0.6%	−327−1.8%	Reduced	Holders
Q4 2025	18,348	$5.91M	0.7%	−419−2.2%	Reduced	Holders
Q3 2025	18,767	$5.92M	0.7%	−458−2.4%	Reduced	Holders
Q2 2025	19,225	$5.57M	0.7%	−215−1.1%	Reduced	Holders
Q1 2025	19,440	$4.77M	0.6%	−543−2.7%	Reduced	Holders
Q4 2024	19,983	$4.79M	0.7%	−491−2.4%	Reduced	Holders
Q3 2024	20,474	$4.32M	0.7%	−751−3.5%	Reduced	Holders
Q2 2024	21,225	$4.29M	0.7%	+320+1.5%	Added	Holders
Q1 2024	20,905	$4.19M	0.6%	+424+2.1%	Added	Holders
Q4 2023	20,481	$3.48M	0.6%	−1,700−7.7%	Reduced	Holders
Q3 2023	22,181	$3.22M	0.7%	−174−0.8%	Reduced	Holders
Q2 2023	22,355	$3.25M	0.6%	−268−1.2%	Reduced	Holders
Q1 2023	22,623	$2.95M	0.6%	−756−3.2%	Reduced	Holders
Q4 2022	23,379	$3.14M	0.6%	+424+1.8%	Added	Holders
Q3 2022	22,955	$2.40M	0.5%	+194+0.9%	Added	Holders
Q2 2022	22,761	$2.56M	0.5%	−175−0.8%	Reduced	Holders
Q1 2022	22,936	$3.13M	0.5%	−511−2.2%	Reduced	Holders
Q4 2021	23,447	$3.71M	0.7%	−138−0.6%	Reduced	Holders
Q3 2021	23,585	$3.86M	0.7%	−1,036−4.2%	Reduced	Holders
Q2 2021	24,621	$3.83M	0.7%	−258−1.0%	Reduced	Holders
Q1 2021	24,879	$3.79M	0.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.